Third Party Designee - how to designate IRS and CA?

[anne1]

How do I designate a Third Party Designee for both IRS and CA? I am using desktop TurboTax Deluxe on a Mac. I am unable to change the checkbox in Forms View from No to Yes. I am unable to type in any information in this section such as the Designee's name and phone number. I did not see where I can input this information going through the Turbo Tax Easy Step Process. I've done the final review and am ready to file except for this Third Party Designee issue.

[CarissaM]

If you are currently unable to do this in forms mode, it would be best to follow the instructions here to contact us by phone so we can look into this. 

[anne1 · Accepted solution]

Thanks. I called Turbo Tax Support and learned that in order to change the Third Party Designee on IRS 1040, I have to go to Forms and open up the "Info Wks" and scroll down to Part VI-Additional Information for Your Federal Return. Third Party Designee is near the end of the section. I was able to change the automatically checked No box to Yes and fill in the designee name, phone number and Personal Identification number (you choose a five digit number for the designee).

I did the same for California 540. From Forms, open "Info Worksheet", scroll down to Part VI-Other Information. I was able to change Third Party Designee to Yes and fill in the name and phone number. It did not autofill from the Federal 1040 after I filled that one and ran through the state review process again.